Northern Trust Corporation

United States

$1.33T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$79.8B
-18%
6.9%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $79.8B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Enel SpA10.8%
Iberdrola SA6.8%
RWE AG5.7%
Nextera Energy Inc5.6%
Engie SA5.6%
Duke Energy Corp5.3%
Brazilian Electric Power Co3.9%
Exelon Corp3.5%
Southern Co3.2%
Dominion Energy Inc2.8%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Kia Corp9.1%
Toyota Motor Corp8.8%
Stellantis NV8.5%
Great Wall Motor Co Ltd7.9%
Hyundai Motor Co7.7%
General Motors Co6.3%
Geely Automobile Holdings Ltd5.5%
Ford Motor Co5.5%
Honda Motor Co Ltd5.2%
Renault SA4.7%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Glencore PLC26.9%
Peabody Energy Corp25.8%
Coal India Ltd13.9%
China Shenhua Energy Co Ltd13.0%
Exxaro Resources Ltd6.1%
Arch Resources Inc4.2%
Adaro Energy Indonesia TBK PT2.6%
NACCO Industries Inc2.2%
CONSOL Energy Inc1.2%
Warrior Met Coal Inc1.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Petroleo Brasileiro SA Petrobras14.1%
BP PLC9.1%
Exxon Mobil Corp7.4%
Shell PLC7.1%
Novatek PAO6.5%
TotalEnergies SE5.4%
Chevron Corp4.8%
NK Lukoil PAO3.5%
Eni SpA3.4%
Conocophillips3.0%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$10.4B
8.2%
-21%
United States
$4.35B
11.1%
-13%
United States
$2.06B
4.4%
-15%
United States
$1.75B
5.7%
2%
United States
$1.58B
4.6%
-17%
United States
$1.23B
4.5%
-17%
Netherlands
$1.2B
10.2%
-9%
United States
$455M
4.4%
-8%
Netherlands
$448M
8.4%
-19%
United States
$344M
3.4%
-17%
United States
$239M
7.0%
-14%
United States
$232M
3.3%
-13%
United States
$138M
7.5%
-19%
United States
$121M
11.9%
-13%
United States
$60.3M
13.4%
-16%
Netherlands
$29.3M
N/A
N/A
Ireland
$29.2M
10.6%
-13%

Stewardship

B-
Performance Band

68%
Voting Percentage

Detailed Evidence Used to Assess Northern Trust Corporation

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D+
Performance Band

49%
Organisation Score

54%
Relationship Score

Detailed Evidence Used to Assess Northern Trust Corporation

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Northern Trust Corporation - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
54%
 
54%
 
50%
 
50%
 
41%
 
41%
 
44%
 
44%
 
60%
 
60%
 
57%
 
57%
 
46%
 
46%
 
58%
 
58%
 
62%
 
62%
 
51%
 
51%
 
52%
 
52%
 
82%
 
82%